See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,533 | $112,881-68.5% | $90,951-60.9% | $158,922-77.6% |
| Participation rate | 56.3% | 74.7%-18.5pp | 69.0%-12.8pp | 82.0%-25.7pp |
| Annual return | 15.93% | 215.79%-199.9pp | 134.60%-118.7pp | 302.83%-286.9pp |
| Employer contribution / active EE | $225 | $2,893-92.2% | $2,122-89.4% | $4,761-95.3% |
| Participant deferral / active EE | $1,797 | $4,128-56.5% | $3,373-46.7% | $5,982-70.0% |
| Admin fee / account holder | $230 | $8,041-97.1% | $5,959-96.1% | $11,246-98.0% |